Filed February 12, 1998
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,915 | $77,813+43.8% | $123,544-9.4% | $64,186+74.4% |
| Participation rate | 98.1% | 74.7%+23.4pp | 82.3%+15.8pp | 69.6%+28.5pp |
| Annual return | -4.20% | 12.48%-16.7pp | 119.20%-123.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $2,204 | $3,014-26.9% | $4,628-52.4% | $2,381-7.4% |
| Participant deferral / active EE | $5,975 | $5,240+14.0% | $6,426-7.0% | $3,470+72.2% |
| Admin fee / account holder | $712 | $5,519-87.1% | $9,284-92.3% | $4,888-85.4% |